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SEC disclosure rule affects 401(k) mutual funds

Starting Feb. 28, 2008, the SEC will let mutual funds give investors a "summary prospectus" highlighting key information. The SEC aims to make disclosures more accessible to all investors, including participants in 401(k)-type plans. (Select News, 21 Nov 2008) More   

HRadio feature: Shoring up confidence in 401(k)s

Despite turmoil in the financial markets, plan sponsors can take steps to shore up confidence, protect, and even promote, participation in 401(k) plans. HRadio's Richard Klein interviews McClain to learn the details. (Podcast, 20 Nov 2008) More  

From Mercer

409A traps for nonqualified plans with offsets

Section 409A raises issues for SERPs and other nonqualified deferred compensation plans that are linked to or offset by benefits under another plan. This GRIST offers a technical analysis of five common linked plan designs. (GRIST, 21 Nov 2008, 21 pages) More  | Article 

Terminating pension plans face new disclosures

Pension plans undergoing distress or involuntary termination have new disclosure obligations under PBGC final rules that take effect Dec. 18, 2008. (GRIST, 18 Nov 2008, 1 page) More  | Article 

DC Connections: Spotlight on plan fees

Billions of dollars of fees are paid annually by DC plan members. This issue of DC Connections reviews global trends in plan fee disclosure and fee transparency, and takes a close look at how several countries are tackling this important issue. (Perspective, 18 Nov 2008, 28 pages) More | Article

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Improving the cost effectiveness of public plans

To prevent the abandonment of defined benefit plans, organizations must focus on costs and pre-funding, this study says. Better quality plan-related financial information, this author states, is likely to result in improved investment stategy. (Third Party/Other Sources, 21 Nov 2008, 28 pages) More  

Financial crisis and private defined benefit plans

While many 401(k) plan participants are peering gloomily at their most recent quarterly statements, there are also downsides for individuals covered by traditional pension plans, this white paper says. (Center for Retirement Research, 21 Nov 2008, 8 pages) More  | Article 

Focus on ... decumulation

Retirees need help with making decisions on their retirement savings payout strategies, this article says. It examines the benefits and disadvantages of annuities and reports on retirees' perceptions of these plans. (Journal of Pension Benefits, 19 Nov 2008, 9 pages) More  | Article 

Retirement benefits for members of Congress

As a result of changes to the federal civil service retirement system in the 1980s, members of Congress are now covered by any one of four plans or plan combinations, this Congressional Research Service analysis explains. (Congressional Research Service, 20 Nov 2008, 16 pages) More  

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